SWBI vs. RGR
Compare and contrast key facts about Smith & Wesson Brands, Inc. (SWBI) and Sturm, Ruger & Company, Inc. (RGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWBI or RGR.
Key characteristics
| SWBI | RGR | |
|---|---|---|
| YTD Return | 20.19% | -4.71% |
| 1Y Return | 41.36% | -18.43% |
| 3Y Return (Ann) | -4.64% | -12.40% |
| 5Y Return (Ann) | 20.34% | 2.12% |
| 10Y Return (Ann) | 4.41% | 0.13% |
| Sharpe Ratio | 0.91 | -0.71 |
| Daily Std Dev | 46.04% | 26.04% |
| Max Drawdown | -99.94% | -79.69% |
| Current Drawdown | -84.74% | -42.66% |
Fundamentals
| SWBI | RGR | |
|---|---|---|
| Market Cap | $744.20M | $758.34M |
| EPS | $0.57 | $2.30 |
| PE Ratio | 28.68 | 18.95 |
| Revenue (TTM) | $521.46M | $730.74M |
| Gross Profit (TTM) | $384.56M | $179.67M |
| EBITDA (TTM) | $80.44M | $229.29M |
Correlation
The correlation between SWBI and RGR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SWBI vs. RGR - Performance Comparison
In the year-to-date period, SWBI achieves a 20.19% return, which is significantly higher than RGR's -4.71% return. Over the past 10 years, SWBI has outperformed RGR with an annualized return of 4.41%, while RGR has yielded a comparatively lower 0.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SWBI vs. RGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Smith & Wesson Brands, Inc. (SWBI) and Sturm, Ruger & Company, Inc. (RGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SWBI vs. RGR - Dividend Comparison
SWBI's dividend yield for the trailing twelve months is around 2.96%, more than RGR's 2.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBI Smith & Wesson Brands, Inc. | 2.96% | 3.39% | 4.38% | 1.63% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RGR Sturm, Ruger & Company, Inc. | 2.14% | 2.79% | 14.66% | 4.94% | 10.00% | 1.74% | 2.07% | 2.44% | 3.28% | 1.85% | 4.68% | 2.91% |
Drawdowns
SWBI vs. RGR - Drawdown Comparison
The maximum SWBI drawdown since its inception was -99.94%, which is greater than RGR's maximum drawdown of -79.69%. Use the drawdown chart below to compare losses from any high point for SWBI and RGR. For additional features, visit the drawdowns tool.
Volatility
SWBI vs. RGR - Volatility Comparison
The current volatility for Smith & Wesson Brands, Inc. (SWBI) is 4.96%, while Sturm, Ruger & Company, Inc. (RGR) has a volatility of 7.93%. This indicates that SWBI experiences smaller price fluctuations and is considered to be less risky than RGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SWBI vs. RGR - Financials Comparison
This section allows you to compare key financial metrics between Smith & Wesson Brands, Inc. and Sturm, Ruger & Company, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities